This screen is used to enter job estimates/budgets.
New Estimate
Click on the "New" button to load the estimate entry program.
Edit/View
If there is an existing budget record, double click the black triangle at the start of the row to open the budget and display the budget details.Anchor
Enter Job Estimates ENTER JOB ESTIMATES
Reference
Enter a suitable reference.
Date
Enter the date that the estimate was established.
Period
This field is based on the budget date and it will show the financial period that this budget will appear in Workbench. Bear in mind that a budget can only be created in an open period so if you are entering historical budgets and you have closed the prior periods the budgets will appear in the last open system period.
Type
Select a Budget type (Original Contract, Approved Variations, Unapproved Variations, Contingency etc).
Originator
Select the employee who originated this estimate. It will normally default to the currently logged in user.
Approver
Select the Approver. Once approved budgets cannot be edited unless the person has appropriate Security Admin rights.
Description
Enter a description about this budget.
Details
Enter appropriate free format text. Object...
Object…
Click this button to Insert an Object. This can be used to link this budget to another document/file stored on the network.
Currency
Displays the currency for this estimate. This defaults to the currency code attached to the job which in turn defaults to the currency code attached to the client record attached to the job.
FC Rate
The Foreign Currency Rate attached to the Currency code.
Period
This accounting period defaults from the header date above but can be edited if you wish to apply budget to a range of periods. (e.g. in an annual maintenance type job where costs are incurred on a seasonal basis).
Person
For time related estimates one can select specific Employees, Employee Classes or the Activity. The Cost and Retail values will be defaulted when Employees or Employee Classes are selected.
Activity/Work Centre
For non time related values select the appropriate activity codes and enter the values.
Act Description
This field displays the description for the activity used on the estimate line.
Details
You can optionally enter text against each estimate line.
Estimate Report
Use the Print button to produce an estimate report.Anchor
COPY ESTIMATE
Make sure that you have saved the Estimate Header by putting in a reference, exiting out and coming back in under that reference. Press the 'Copy Budget' button to import an estimate.
Append or Overwrite the Estimate.
You have the choice to append or overwrite the Estimate
From Data Source
This allows you to bring in an estimate from another Job Estimate, existing Job Actuals or an External File.
Include Zero Lines
You can choose to bring in Budget lines which may have 0 value. These would normally be excluded.
Est Type
Original Contract, Approved Variations etc.
To JobCodeJob Code
The job that you want to load up with this estimate information.
Display
Pressing display will load the estimate lines from their chosen source into the import screen. You can then review the data before pressing send.
Send
This sends / updates the displayed estimate lines to the current estimate in Workbench.
Copy Job Estimates
- Source is Job Estimates.
- Select the source Job.
Copy Job Actuals 
COPY JOB ACTUALS
- Source is Job Actuals.
- Select the source Job.
- You can build up the estimate by selecting actual costs from a number of jobs and SubJobs and appending them to your previous selection
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- Job Code
- Estimate Header Description
- Estimate Header Reference
- Date
- Year
- Period
- Activity Code - The Activity Code must exist.
- Work Centre - Leave blank if you require the default Work Centre from the Activity Code.
- FC Revenue - (Foreign Currency. If Local Currency only then use this and column 14 FCRate will be 1)
- Cost
- Quantity
- Unit
- Description
- FC Rate
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- From Data Source - 'External Import File'
- In Path - Find the CSV file you want to import
- Est. Type - Specify the estimate type here e.g. Original Contract, Approved Variations
- To JobCode - The Job code to which you are loading the estimate display
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